海外新闻 / Part 03 行情速递 / Part 01 ① 大盘指数， 北证50 (-2.03%)/创业板指(-2.46%)/上证指数(-2.48%)/深证成指(-2.69%)/科创50 (-3.88%)/ ②TMT领涨板块，SW通信应用增值服务(+0.42%)/ ③TMT领跌板块，SW集成电路封测(-6.52%)/SW模拟芯片设计(-6.35%)/SW半导体材料(-5.58%)/ 国内新闻 / Part 02 ①艾邦半导体网，辰显光电拟在新厂区预留区域扩建一条玻璃基 Micro LED 显示屏生产线/新购印章转移、高性能屏 体切割等设备130余台套/项目总投资30亿元/建成后新增年产能 22000㎡/全厂总产能将提升至 40000㎡/ ②SEMI产业投资平台，中芯国际成立先进封装研究院/将聚焦先进封装前沿技术与行业共性难题/联动顶尖高校及产 业链伙伴搭建"政产学研用"一体化平台/打造国内领先、国际先进的研发与协同创新联盟/精准补齐产业核心短板/ ③半导体产业纵横，西安奕材表示/公司持续位居12英寸硅片领域国内头部/实现了国内一线晶圆代工厂和存储IDM厂 大多数主流量产工艺平台的正片供货/截至2025年1 ...

Market Overview - The A-share market shows mixed performance with the Shanghai Composite Index closing at 3424.23, down 0.70%, while the Shenzhen Component Index rose by 0.34% to 10378.55 [2][3] - The total market capitalization of the Shanghai Composite Index is 6648.58 billion, with a price-to-earnings (PE) ratio of 12.27 and a price-to-book (PB) ratio of 1.27 [3] Industry Dynamics - BOE Technology Group showcased a glass-based Micro LED display at the International Display Week in San Jose, which is expected to change industry competition rules due to its lightweight and high brightness features [39] - Innovent Biologics received approval for its dual receptor agonist injection for long-term weight control, marking a significant advancement in obesity treatment [41] - Guangxi Petrochemical completed the trial operation of its 1.2 million tons/year ethylene unit, part of a larger integrated refining and chemical project [43] - The first batch of units from the 850,000 kW offshore wind power project by Guoxin Dafeng successfully connected to the grid, marking a significant milestone in Jiangsu's offshore wind power development [45] - Germany plans to build a 1.8 GWh battery storage project, which will enhance its energy storage capacity significantly [47] - The photovoltaic industry is experiencing price pressure following a surge in installations, with prices for silicon wafers declining [49] Company Tracking - Youyan New Materials announced the transfer of its lithium sulfide business assets, including patents and technology, to optimize its business focus [55] - Huadian New Energy plans to raise approximately 18 billion for wind and solar power projects as it prepares to list on the Shanghai Stock Exchange [57] - Spring Wind Power's new factory in Tongxiang aims to produce 3 million two-wheeled vehicles annually, marking a significant investment in the electric vehicle sector [59] - Taotao Industry has successfully developed its first humanoid robot prototype, indicating a strategic move into advanced manufacturing [61]